Quickly Connect to Your Bank and Credit Card Provider

With WorkingPoint’s banking integration you can easily and securely connect your WorkingPoint bank and credit card accounts to over 4,800 financial institutions so you can view current financial institution account balances in WorkingPoint and import your bank and credit card transactions into your WorkingPoint account activity.

By creating a simple connection between your financial institution accounts and your bookkeeping accounts (where you track your business activity) in WorkingPoint, you gain real-time insight into your actual cash and credit card liabilities all from where you manage your business: WorkingPoint.

Save time and Cut Down on Data Entry Mistakes by Importing Transactions

After your secure connection is established, you’ll be able to import your bank and credit card transactions directly into your WorkingPoint account activity. Importing transactions saves you data entry time allowing you to import the transactions instead of manually entering everything. It also makes it easy for you to balance your bookkeeping accounts with your actual bank and credit card accounts.